TFO Wealth Partners’s Fastenal FAST Stock Holding History

TFO Wealth Partners’s Portfolio FAST Stock Details FAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$154	–	288
2024 Q1	$154	Sell	4 -6	-60%	-$212	﹤0.01%	554
2023 Q4	$324	Sell	10 -28	-74%	-$844	﹤0.01%	493
2023 Q3	$1.12K	Buy	38 +34	+850%	+$965	﹤0.01%	263
2023 Q2	$118	Hold	4	–	–	﹤0.01%	632
2023 Q1	$108	Sell	4 -82	-95%	-$2.1K	﹤0.01%	630
2022 Q4	$17.3K	Buy	+86	New	+$2.1K	﹤0.01%	91
2022 Q3	–	Sell	-48	Closed	-$1K	–	259
2022 Q2	$1K	Buy	+48	New	+$1.29K	﹤0.01%	406

Other funds holding FAST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's FAST Position: Q2 2024 in Review

TFO Wealth Partners sold out of Fastenal (FAST) in Q2 2024, closing a stake of 4 shares — an estimated $154 sold.

TFO Wealth Partners first reported a position in FAST in Q2 2022 and held it in 7 quarters. The position peaked at $17.3K in Q4 2022. 1,150 funds tracked by Wall St. Rank hold FAST as of Q2 2024.

TFO Wealth Partners reported no remaining Fastenal position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 Fastenal shares in Q2 2024, an estimated $154.
TFO Wealth Partners first reported a position in Fastenal in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's Fastenal position peaked at $17.3K in Q4 2022.
1,150 funds tracked by Wall St. Rank held Fastenal as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.